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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,358 | $75,541-94.2% | $152,093-97.1% | $82,637-94.7% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.8%+10.3pp | 68.1%+20.0pp |
| Annual return | 27.77% | 32.56%-4.8pp | 66.36%-38.6pp | 53.51%-25.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,496 | $3,206-53.3% | $5,451-72.6% | $4,126-63.7% |
| Admin fee / account holder | $142 | $6,405-97.8% | $14,497-99.0% | $7,339-98.1% |